Corp Trust Associate Relationship Manager

UMB Bank•Costa Mesa, CA

About The Position

UMB’s Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing ABS, aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs. Our team provides escrow and paying agent services in Mergers and Acquisitions, bond trustee and agency services to municipal and corporate/ABS issuers of taxable or tax-exempt debt. We also provide escrow-related, custodial and verification services to corporations, not-for-profits, partnerships, and other business entities and individuals. The Corporate Trust Associate Relationship Manager role supports our Mergers and Acquisitions Corporate Trust team by partnering with Relationship Managers and working with clients to deliver the unparalleled customer experience. This role is responsible for administrative support to existing corporate trust clients, responding to client inquiries, and providing overall assistance to the Relationship Management team including; compiling performance data, record keeping, coordinating activities with operations staff, working with custodian banks and client staff, and resolving administrative and operations problems. This role has the ability to expand in client contact and the complexity of tasks as well as participating in cross training to learn other Corporate Trust roles. Working in the Corporate Trust group can be fun, challenging, meaningful, and very team oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB’s success. It is an environment where the associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team. Our team has a strong background in the industry and we are always happy to share our knowledge and help those around us grow!

Requirements

Bachelor's degree or equivalent work experience
At least two years of relevant experience

Responsibilities

Collaborate with Relationship Managers to provide administrative support to Corporate Trust clients.
Use Microsoft products and UMB systems to maintain records and execute client request with a high attention to detail.
Use your communication skills to interact with client teams and internal groups in order to identify and provide solutions.

Benefits

Paid Time Off
401(k) matching program
annual incentive pay
paid holidays
a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
health savings, flexible spending, and dependent care accounts
adoption assistance
an employee assistance program
fitness reimbursement
tuition reimbursement
an associate wellbeing program
an associate emergency fund
various associate banking benefits